See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,604 | $48,046-7.2% | $84,611-47.3% | $72,985-38.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,875 | $1,602+79.5% | $2,652+8.4% | $2,440+17.8% |
| Participant deferral / active EE | $4,155 | $2,680+55.0% | $3,899+6.6% | $3,607+15.2% |
| Admin fee / account holder | $2,247 | $3,395-33.8% | $4,912-54.3% | $5,124-56.2% |